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I am looking for a modern, supported system to track life insurance commissions for an agency. I've seen some solutions here, but not what I am looking for. I hate to have to build an Excel Doc or hire a programmer. Other than the basic stuff, I need something that can build pretty robust commissions logic.
For example:
Surely there has to be something on the market that can help!
Thanks!
For example:
- Agents are paid a percentage of target (based on 100%).
- Agents pay a flat dollar fee for case management per case.
- Supervisors receive a small percentage of target (based on 100%) for the agents that they manage.
- Agents do not receive overrides. All agents are personal producers.
- Management receives a % of the total contract received (let's say 150%)
- Need to be able to track Carrier Direct payments with Advances, Carrier Direct as-earned, and IMO paid as-earned monthly bonuses
- Chargeback management
Surely there has to be something on the market that can help!
Thanks!